principal multi cap (Equity, Multi Cap)

Moderately High
17 yrs 12 monthsStarted on:25 Oct 2000
₹ 726.2 Cras on: 19 Sep 2018
Long Term Horizon
2.70%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

Exit Load

If redeemed on or before 1 Year from the date of allotment - 1%.

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month2.05
1 YR3.38
2 YR14.40
3 YR16.20

SIP Returns

TenureReturns (CAGR)
2 YR10.55
3 YR15.26
5 YR15.95
10 YR16.23

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.67
Reliance Industries Ltd.4.57
ITC Ltd.3.68
Tata Consultancy Services Ltd.3.53
ICICI Bank Ltd.3.5
Infosys Ltd.2.94
State Bank of India2.79
Dabur India Ltd.2.64
Larsen & Toubro Ltd.2.6
Housing Development Finance Corpn. Ltd.2.49

Top Sectoral Holdings

Sector Name% Assets
Financial24.19
FMCG13.85
Construction10.27
Energy9.7
Technology8.52
Automobile6.91
Chemicals5.04
Healthcare4.41
Metals3.8
Services2.98

Indicators

LabelValue
Portfolio turnover ratio26
Standard Deviation16.68%
Beta1.17%
Sharpe Ratio0.68

P V K Mohan,Siddarth Mohta

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
Prior to joining Principal AMC he has worked with UTI AMC.
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